Feature Flags (Quotes)

hiddenGroupPrefix

Using this flag, define a prefix that will identify hidden groups in Calculation Results. Elements belonging to a Result Group with that prefix will not be displayed in the quote calculation results. Useful for cases when you need to send data to the UI but do not want users to see it.

Id – calculationResults.hiddenGroupPrefix

Type – text

priceEntityAfterSave

If enabled, the whole Quote or Contract is recalculated after changes in a Configurator are saved. Default value: disabled

Id – configurator.priceEntityAfterSave

Type – boolean

Value – false

disabled

Allows you to configure the customer input for quotes and contracts.

Id – customerInput.disabled

Type – boolean

Value – false

idField

Allows you to configure the customer input for quotes and contracts.

Name of Customer object field, whose value will be displayed to the user in brackets, when they click on Customer input and the dropdown with list of customers shows. This value will then become a value of the Customer input field, which can be read in the logic. A field with unique value for each record must be selected.

Id – customerInput.idField

Type – text

Value – customerId

lookupField

Allows you to configure the customer input for quotes and contracts.

Id – customerInput.lookupField

Type – text

Value – customerId

placeholder

Allows you to configure the customer input for quotes and contracts.

Id – customerInput.placeholder

Type – text

Value – Enter the customer ID

searchButtonTip

Allows you to configure the customer input for quotes and contracts.

Id – customerInput.searchButtonTip

Type – text

Value – Search customer

valueField

Allows you to configure the customer input for quotes and contracts.

Name of Customer object field, whose value will be displayed to the user, when they click on Customer input and the dropdown with list of customers shows.

Id – customerInput.valueField

Type – text

Value – name

expandWorkflowComments

If enabled, comments entered by the approvers are expanded when the Workflow tab is displayed. Default value: disabled

Id – expandWorkflowComments

Type – boolean

Value – false

inputRules

Currently, there is one input rule type implemented for the table view and input matrix. Example: { from: 'Sales Discount in %', to: 'Quote Quantity', action: 'delete' }This means that content of 'Quote Quantity' field should be deleted if the 'Sales Discount in %' field is modified.

Id – inputRules

Type – json array

Value – []

automaticSelection

Allows you to configure the product input for quotes and contracts.

If enabled, the line item is automatically added to the quote, contract or rebate agreement when it’s the only one item with sku or label matching the filter. For Ember only.

Id – productInput.automaticSelection

Type – boolean

Value – false

disabled

Allows you to configure the product input for quotes and contracts.

Id – productInput.disabled

Type – boolean

Value – false

idField

Allows you to configure the product input for quotes and contracts.

Name of Product object field, whose value will be displayed to the user in brackets, when they click on Product input and the dropdown with list of customers shows. This value will then become a value of the Product input field, which can be read in the logic. A field with unique value for each record must be selected.

Id – productInput.idField

Type – text

Value – sku

lookupField

Allows you to configure the product input for quotes and contracts.

Id – productInput.lookupField

Type – text

Value – sku

nameField

Allows you to configure the product input for quotes and contracts.

Name of Product object field, whose value will be displayed to the user, when they search on Items tab when searching for adding new line item.

Id – productInput.nameField

Type – text

Value – sku

placeholder

Allows you to configure the product input for quotes and contracts.

Id – productInput.placeholder

Type – text

Value – Enter the product SKU

searchButtonTip

Allows you to configure the product input for quotes and contracts.

Id – productInput.searchButtonTip

Type – text

Value – Search product

valueField

Allows you to configure the product input for quotes and contracts.

Name of Product object field, whose value will be displayed to the user, when they click on Product input and the dropdown with list of products shows.

Id – productInput.valueField

Type – text

Value – label

productSearchWithQuoteItems

Send quote items on server for filtering products to add

Id – productSearchWithQuoteItems

Type – boolean

Value – false

quoteDateInPastValidation

If enabled, a verification if the quote expiry date is not in the past is performed.

Id – quoteDateInPastValidation

Type – boolean

Value – false

showProductLookup

The showProductLookup flag enables you to hide the product search field on the Items tab. Default value: enabled

Id – quoteEditor.showProductLookup

Type – boolean

Value – true

showAssignAccount

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, Assign Account action is displayed. Default value: disabled

Id – quoteHeaderConfiguration.showAssignAccount

Type – boolean

Value – false

showAssignOpportunity

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, Assign Opportunity action is displayed. Default value: disabled

Id – quoteHeaderConfiguration.showAssignOpportunity

Type – boolean

Value – false

showCreatedByName

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Created By field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showCreatedByName

Type – boolean

Value – true

showEffectiveDate

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Effective Date field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showEffectiveDate

Type – boolean

Value – true

showExpiryDate

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Expiry Date field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showExpiryDate

Type – boolean

Value – true

showLastUpdateDate

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Last Update Date field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showLastUpdateDate

Type – boolean

Value – true

showQuoteHeader

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the quote header is displayed. Default value: enabled

Id – quoteHeaderConfiguration.showQuoteHeader

Type – boolean

Value – true

showSignatureStatus

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Signature Status field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showSignatureStatus

Type – boolean

Value – true

showStatus

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Status field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showStatus

Type – boolean

Value – true

showUserGroupEditView

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the User Group Edit/View label is displayed in the top section of Header tab. Default value: enabled

Id – quoteHeaderConfiguration.showUserGroupEditView

Type – boolean

Value – true

showWorkflowStatus

The complete quote header or its individual elements can be hidden according to your needs.

If enabled, the Workflow Status field is displayed in the header. Default value: enabled

Id – quoteHeaderConfiguration.showWorkflowStatus

Type – boolean

Value – true

enableHighchartsThemeInEmber

Allows you to customize the content of the Quote details page.

Enable/Disable highcharts theme in Ember. By default, we won’t apply the theme to Ember highcharts. Default value: false

Id – quotes.enableHighchartsThemeInEmber

Type – boolean

Value – false

omitTableLevel

Allows you to customize the content of the Quote details page.

Number of "levels" that should be omitted in the table view. For example, to hide the first row in the table view that represents the "Root Folder" level, use the value 1. Default value: empty

Id – quotes.omitTableLevel

Type – integer

Value – 0

partialDealsEnabled

Allows you to customize the content of the Quote details page.

If enabled then it is possible to select individual line items and convert them to a Deal. It is possible to convert only the whole quote to a Deal by default.

Id – quotes.partialDealsEnabled

Type – boolean

Value – false

showBackToList

Allows you to customize the content of the Quote details page.

If enabled, the arrow icon allowing users to navigate from a Quote detail page back to the list of Quotes, is displayed. Default value: enabled

Id – quotes.showBackToList

Type – boolean

Value – true

showCustomerInput

Allows you to customize the content of the Quote details page.

Shows/hides the (editable) "Customer" field on the Quote Header tab. There is a System Configuration setting to add the customer input. It can be overridden by this feature flag to hide the input (e.g. in case of extra configuration for a CRM integration). When the System Configuration is set to true (or had never been set before), this feature flag setting to TRUE will not have an effect.

Id – quotes.showCustomerInput

Type – boolean

Value – true

showInputsView

Allows you to customize the content of the Quote details page.

Shows/hides the Input parameters section in Line Items tree view. Default value: true

Id – quotes.showInputsView

Type – boolean

Value – true

showItemsViewOptions

Allows you to customize the content of the Quote details page.

If enabled, the View Options (eye) icon is displayed on the Items tab. This option can be used to switch between the tree and table view. Default value: enabled

Id – quotes.showItemsViewOptions

Type – boolean

Value – true

showQuoteExpiryDate

Allows you to customize the content of the Quote details page.

If enabled, shows the (editable) "Expiry Date" field on the Quote Header tab. Default value: enabled

Id – quotes.showQuoteExpiryDate

Type – boolean

Value – true

showQuoteExternalRef

Allows you to customize the content of the Quote details page.

If enabled, shows the (editable) "External Reference" field on the Quote Header tab. Default value: enabled

Id – quotes.showQuoteExternalRef

Type – boolean

Value – true

showQuoteGroups

Allows you to customize the content of the Quote details page.

Shows/hides the (editable) "User Group (Edit)" and "User Group (View)" fields on the Quote Header tab. Default value: enabled

Id – quotes.showQuoteGroups

Type – boolean

Value – true

showQuoteLabel

Allows you to customize the content of the Quote details page.

Shows/hides the "Description" field on the Quote Header tab. Default value: true. For Ember Only

Id – quotes.showQuoteLabel

Type – boolean

Value – true

showQuoteTargetDate

Allows you to customize the content of the Quote details page.

If enabled, shows the (editable) "Effective Date" field on the Quote Header tab. Default value: enabled

Id – quotes.showQuoteTargetDate

Type – boolean

Value – true

quoteSaveBeforeSubmit

If enabled, a quote draft is saved automatically when the user clicks the Submit button without previously saving the quote.

Id – quoteSaveBeforeSubmit

Type – boolean

Value – false

accountLayoutQuoteStatusFilter

Defines the relation between a Salesforce and a Pricefx entity.

Id – salesforce.accountLayoutQuoteStatusFilter

Type – ? json

showPerformanceWarningWhenOpeningTreeView

When the quote has more than 150 line items, then when the user click Items tab, we display a prompt confirmation popup: There is above 150 line items, do you prefer to display them in the new Table View? - If the user clicks Yes, then the new table view beta will be displayed. - If the user clicks No, then the default view will be displayed (tree or old table view).

Id – showPerformanceWarningWhenOpeningTreeView

Type – boolean

Value – false

showQuoteHeaderText

If enabled, the Messages text box in the quote detail view is visible. Default value: enabled

Id – showQuoteHeaderText

Type – boolean

Value – true

showTableView

To display the table view as the default view to the user on the Quote and Contract Items tab, enable this property. Default value: disabled

Id – showTableView

Type – boolean

Value – false

quoteAccountReferenceField

field in the quote used to store reference to CRM Account object. Used for filtering quotes at the Account page

Id – sugarCRM.quoteAccountReferenceField

Type – text

Value – customerId

quoteOpportunityReferenceField

field in the quote used to store reference to CRM Opportunity object. Used for filtering quotes at the Opportunity page

Id – sugarCRM.quoteOpportunityReferenceField

Type – text

Value – externalRef

showProductImages

Enables product images for Quote line items in the Simple Table view. If selected, the product image will be displayed as the first column. Default value: disabled.

Id – tableView.showProductImages

Type – boolean

Value – false

quoteDetail

If enabled, new quote detail will be used.

Id – useReactFor.quoteDetail

Type – boolean

Value – false

quoteList

If enabled, new quote list will be used.

Id – useReactFor.quoteList

Type – boolean

Value – true

validateInputsOnPrice

Configures user inputs validation (if all required fields are filled in) when a quote or contract is recalculated. Possible values: none – Disables the validation. strict – Prevents the action to be executed if the validation fails. warn – The action is executed even if the validation fails but a warning is displayed.

Id – validateInputsOnPrice

Type – text

Value – strict

validateInputsOnSave

Configures user inputs validation (if all required fields are filled in) when a quote or contract is saved. Possible values: none – Disables the validation. strict – Prevents the action to be executed if the validation fails. warn – The action is executed even if the validation fails but a warning is displayed.

Id – validateInputsOnSave

Type – text

Value – strict